The Ultimate Software Group, Inc.

2000 Ultimate Way

Weston, Florida 33326
Phone: 800-432-1729
Fax: 954-331-7300
www.ultimatesoftware.com

UltiPro® – End-to-End Strategic Human Capital Management

With UltiPro, all the functionality you need to manage every aspect of the employee life cycle – from recruitment to
retirement – is available in one place, with strategic tools that make a tangible difference to your HR and executive teams.
UltiPro delivers “end-to-end” HR and talent management functionality, including recruitment, onboarding, payroll, benefits
administration, compensation management, performance management and reviews, talent retention tools, time and
attendance, workforce scheduling, rich reporting and analytical decision-making tools, plus a central Web portal that serves
as the gateway for your workforce to access company-related activities. The end result is an empowered staff that can
access critical information quickly and perform routine business activities more efficiently. Best of all, UltiPro helps your HR
team operate on a more strategic level, and that translates into better service for your most important asset – your talented
employees.

UltiPro’s Functionality Human Resources

UltiPro’s Business/Employee Portal
UltiPro’s Web portal keeps everyone in your organization connected. Your
gateway to business activities, the UltiPro portal provides essential
information for administrators, HR/payroll staff, management team, and
employees, and allows your workforce to perform routine business
activities from one central location. You save time and reduce your
administrative workload because managers can complete common
employee administrative tasks, administer benefits, manage staff, and
access reporting in real-time. Employees can access their own personal
information, get questions answered, and complete routine updates
instantly. Plus, sharing important company news and business objectives
improves communications to your entire workforce.
UltiPro automatically tracks all HR-related information, including
employment history, performance, job and salary information, career
development, and health and wellness programs. Plus, UltiPro makes it
easy to record key information for government compliance and reporting.
You can manage COBRA compliance, HIPAA certificates, OSHA and
workers’ compensation, FMLA tracking, and EEO compliance; meet the HR
requirements of the Canada Labour Code and/or provincial/territorial
employment standards legislation; and remain compliant with U.S. and
Canadian legislation for protecting sensitive data such as employee social
security or social insurance numbers.
Workforce Analytics and Reporting
Authorized managers or HR/payroll staff can quickly run their own reports
without requiring the time of central HR/payroll or IT staff. From the UltiPro
portal, authorized users can run hundreds of standard HR and payroll
reports, including upcoming performance reviews, headcount reports,
average salary reports, government compliance reports, general ledger
reporting, and other point-in-time HR/payroll reports. What’s more, UltiPro
allows you to file signature-ready forms quickly and easily to comply with
U.S. and Canadian legislative requirements.

Plus, with UltiPro Business Intelligence, everyone you authorize has

immediate access to key workforce metrics through the UltiPro portal. Line
managers to executives can pull data across your UltiPro solution – HR,
payroll, benefits administration and enrollment, compensation, compliance,
year-end, and more – to create, modify, and distribute workforce-related
reports and notifications. Custom reports and on-the-fly query tools make it
easy for line managers, supervisors, HR/payroll staff, and executives to
analyze and share data. Delivered workforce analytics on compensation,
turnover, overtime, and more allow strategic evaluation of every aspect of
your workforce.
The UltiPro portal connects your entire organization by providing each
employee with access to corporate information and self-service.

As your gateway to a wealth of information, the Web portal is highly

configurable and offers personalization options to ensure a positive user
experience. With UltiPro, your workforce can:

• Launch the portal from multiple Web browsers (Microsoft Internet

Explorer and Mozilla Firefox)

• View information and perform tasks in the language of their choice

(English, Spanish, or French)

• Set preferences for the order and placement of home-page content

• Access any available page in one click

UltiPro reports provide critical business insight to
help you make better decisions.
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Recruitment and Staffing
UltiPro Recruitment is the most cost-effective and efficient solution to help
your company recruit and hire the most qualified candidates to fill open
positions. By automating the entire recruiting and applicant tracking
process, UltiPro Recruitment enables your management team, recruiters,
and HR staff to track and manage tasks such as posting open jobs,
reviewing resumes, screening candidates, scheduling interviews,
conducting background checks, and more – right from the UltiPro portal.
Onboarding
UltiPro Onboarding automates and simplifies the process of assimilating a
new employee into your organization. When an employee is hired, UltiPro
Onboarding helps you manage the logistical details – providing a desk,
phone, computer, etc. – that need to be completed before your new
employee arrives for the first day of work. Using an online onboarding
package that you create, new employees follow a step-by-step guide to
walk them through the orientation process including required government
and procedural forms (with electronic signatures). By providing a positive
onboarding experience, you increase employee satisfaction, boost
productivity, and enhance engagement within your company – all while
reducing labor costs and saving time for your HR staff.
Performance Management
UltiPro Performance Management helps you track employee
competencies, retain top performers, and proactively manage employee
performance. With UltiPro Performance Management, you transform
tedious, once-a-year performance reviews into an ongoing, competency-
driven evaluation process that benefits everyone in your company. You can
create employee development plans, assess performance against
measurable objectives, effectively plan for future management needs,
identify high-performing employees for key positions, and create an
environment that maximizes talent and rewards your top performers. In
short, UltiPro Performance Management allows you to understand
employee competencies, identify and reduce competency gaps, and plan
for future workforce needs. The result is better talent retention and better
business results for your organization.
Learning Management
UltiPro Learning Management arms you with the tools you need to
effectively manage employee learning objectives and company training
activities. From initial planning and logistics to course and event evaluation,
UltiPro Learning Management facilitates the training registration process,
tracks program costs, and records employee training achievements.
Employees can view course schedules and descriptions and register
online, and managers can approve staff training requests from the Web. It’s
integrated with UltiPro Performance Management so that competency-
based learning goals set during performance evaluation and coaching
plans are linked to upcoming training courses to ensure completion.
Compensation Management
UltiPro helps you retain quality employees because it enables you to better
manage compensation and keep increases and incentives in line with
employee performance. UltiPro Compensation Management lets you
manage a variety of compensation programs more easily, helps you
regulate merit increases to stay on budget, and tracks and reports on
global compensation. You can report on current and planned compensation
to ensure that compensation plans are in line with business objectives.
Salary Planning and Budgeting
UltiPro Salary Planning and Budgeting facilitates salary increase
administration by delivering the tools and information your managers need
to make effective decisions regarding future compensation for individuals
and/or an entire team. Highly configurable, UltiPro Salary Planning and
Budgeting makes it easy for you to tie your company’s salary-increase
process and business rules into the solution.
Call US: 1-800-432-1729
UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other trademarks referenced are the property of their respective owners.
Working online, managers can rapidly review their salary budgets and
guidelines, and determine the best way to allocate pay increases to their
employees within their approved budget. Once managers decide on the
allocations, they can submit pay increases for processing with the click of a
button – no manual calculations or spreadsheets required.
Benefits Administration and Enrollment
You can tailor UltiPro to match all of the health, welfare, dental, vision, and
other benefits that your organization offers its employees, set up and
administer benefit plans, and allow employees to check benefit options and
coverage from the UltiPro portal. UltiPro eliminates the need for duplicate
rules, duplicate data entry, and reconciliation reporting because it stores
details for deductions and benefit plans in one common table. This includes
rules for coverage, premium and employer match computations, and
eligibility and participation determination.
With UltiPro Benefits Enrollment, you reduce hours of paperwork and
decrease costs associated with the enrollment process. Employees can
review their benefit choices and make selections on the Web from
anywhere. Benefits administrators enjoy easy Web setup and tools to
monitor enrollment progress. Plus, UltiPro Benefits Enrollment walks
employees through all of the benefit and personal information changes that
result from a life event such as getting married, having a baby, or moving.
Payroll Administration and Tax Management
The most flexible, functional payroll engine on the market, UltiPro does it
all, handling hundreds of payroll-related computations in U.S. and
Canadian dollars with no need for side calculations or expensive
programming. For example, complex wage calculations delivered include
average pay rates for overtime calculations, shift premiums, garnishments,
and levy calculations.
With UltiPro, your central payroll department, remote offices, or multiple
divisions can process U.S. and Canadian payroll from start to finish from
the UltiPro portal in a few easy steps, including:
• Automatically retrieving time and attendance data for payroll
processing
• Calculating pay (including gross-to-net)
• Generating direct deposit files, pay checks, and direct deposit advises
for U.S. and Canadian banks
• Issuing off-cycle checks or voiding payments instantly
• Tracking the progress of the payroll online
For fast and efficient processing, UltiPro delivers a Payroll Gateway – one-
click access to all of your payroll data. From a single Web page, you can
view your payroll calendar and pay dates, select a pay group for payroll
processing, check payroll setup, review processing status and payroll
results, and access reports. What’s more, you can simplify the payroll
process, configuring your own payroll models by bundling a series of
payroll steps into one.
UltiPro delivers all U.S. federal, state, local and Canadian federal and
provincial/territorial tax updates automatically every quarter as part of the
core solution, so you don’t have to pay for or work with a third-party tax
service. UltiPro’s comprehensive tax management system helps you
handle tax compliance and computations, including multi-state taxing rules
and reciprocity, as well as taxation wage accumulation and withholding
requirements.
Web Site: www.ultimatesoftware.com
Time, Attendance, and Scheduling
UltiPro Time and Attendance is a powerful solution designed to meet the
time and labor management needs of any organization. Web-based and
integrated with UltiPro’s payroll, HR, and benefits functionality, UltiPro Time
and Attendance offers:
• UltiPro Time – tracks time and attendance against any labor metric
and supports a variety of time-capture mechanisms
• UltiPro Leave Management – includes all of the functionality required
to effectively track and manage employee leave
• UltiPro Workforce Scheduling – provides employee scheduling
options that organizations in different industries can deploy to drive
scheduling decisions and enforce corporate and legislative
compliance
Employee Self-Service
UltiPro Employee Self-Service offers important business value by
improving employee satisfaction while reducing the administrative workload
for HR/payroll staff. Employees have immediate security-protected access
to:
• View their paycheck details, benefits summaries, frequently used
forms, company information, and more
• Update their personal information such as address, phone number,
emergency contacts, skills, and more
• Change their direct deposit accounts
• View federal, state, and local tax withholding information
• Update their dependents and beneficiaries
• Request vacation or paid-time-off
• Make benefit elections (with UltiPro Benefits Enrollment)
• Enroll in training (with UltiPro Learning Management)
Employees can view and print their own pay stubs to complete
loan applications or verify their employment.
Manager Self-Service
As authorized, managers have immediate self-service access to critical
employee information, such as salary, key dates, and emergency contacts,
with tools that enable them to make smart management choices. From
office, hotel, or home, managers can view and update staff information,
manage department activities, post job openings, or leverage recruiting and
hiring tools. In short, your managers spend more time making effective
decisions and less time on HR administration.
Call US: 1-800-432-1729
UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other trademarks referenced are the property of their respective owners.
UltiPro saves time and reduces administration because it enables anyone
you authorize – HR/payroll staff, managers, or remote supervisors – to
process work events with no paperwork and no waiting. UltiPro
automatically routes changes for approval through pre-defined “workflow
processes” for business activities such as:
• Hiring, rehiring, or terminating an employee
• Changing any employee work-related information such as salary, job,
organization level, seniority dates, tax information and work/resident
locations, and more
• Updating/analyzing employee compensation
• Conducting salary and performance reviews
• Maintaining employee earnings, deductions, and benefits
• Reviewing and approving staff vacation or paid-time-off requests
Convenience Features. UltiPro’s self-service offers convenience features
for your workforce. A “Things I Can Do” area delivers one-click access to
all of the tasks that can be completed from the page being displayed.
Employee photos can be shown with employee records and in your
employee directory to improve workplace security, increase awareness of
remote workers, or simply to attach a face to a name. To reduce paper
document storage and provide fast access to employee records, managers
and HR/payroll staff can attach relevant documents, like performance
reviews, certificates, driver’s licenses, and consent forms, to an employee’s
file.
UltiPro delivers employee information at your fingertips making
it easy to manage every aspect of your workforce.
Enterprise Integration Tools
UltiPro delivers unique Enterprise Integration Tools that provide the ability
to interface painlessly with third-party applications such as general ledger,
your company’s bank, 401(k) and benefit providers, tax filing service, check
printing service, unemployment management service, point-of-sale, and
more. Scheduling tools allow you to control how and when your data is
transferred from one system to another. Monitoring capabilities keep your
data secure and ensure successful data exchange.
Web Site: www.ultimatesoftware.com
Unique System Administration Features
UltiPro system administration is a snap because it’s designed for the non-
technical user – no programming experience required. System
Administration includes:
• Configuration options that increase usability and allow you to
customize the look and content of the UltiPro portal. Brand the portal,
establishing your own company’s image, by inserting your company
logo and defining the colors of UltiPro’s Web pages. Create unlimited
content, including company communications, forms, documents, links
to Web sites and other products, and more, and tailor that content by
individual, role, department, company, etc. Individual users can
personalize the UltiPro portal by selecting preferences for language
(English, Spanish, or French), date format, and placement and order
of home-page content.
• Role-based security that protects the privacy of your workforce data
by defining system access based on an individual’s role within the
organization. Employees see only information that is appropriate to
their role (or multiple roles).
• Built-in conditional workflow that is flexible, easy-to-use, and
designed to make business process changes more efficient. You
select the level of approvals required (unlimited) for each type of
change and designate the approvers – by individual or role. Business
processes and approval path(s) are determined at runtime depending
on the conditions specified in the data submitted.
• Flexible business rules that can be updated by authorized
HR/payroll staff and system administrators right from the UltiPro
portal, including rules such as your company’s jobs, organization
levels, deduction/benefit plans, loan types, paid-time-off plans, and
more.
• A content management tool to quickly and easily create portal
content – including text, links to Web sites and e-mail addresses, files,
images, and more. A built-in editor allows content to be formatted
easily and automatically translated into HTML for portal display.
Other Optional Features
Tax Filing
UltiPro Tax Filing guards your business against filing errors by transferring
responsibility for remitting tax files and payments to professionals with
years of experience. You save time and enjoy freedom from administration
and peace of mind that your payroll taxes are paid and filed accurately, on
time, every time. UltiPro Tax Filing:
• Deposits federal, state, and local tax liabilities for over 10,000 tax
agencies
• Files all monthly, quarterly, and annual tax returns via paper, e-file, or
magnetic media
• Balances quarter-to-date and year-to-date deposits to liabilities to
ensure payments are accurate
• Researches and responds to agency inquiries
• Provides tax returns reports prior to due date for your review
• Delivers reconciliation summaries and copies of all filed returns
• Generates and files all amended returns
• Provides new-hire and multi-worksite reporting to appropriate
agencies
Wage Attachment Disbursement
For organizations required to process third-party payments on
behalf of employees for items such as child support, tax levies, and
creditor garnishments, UltiPro Wage Attachment Disbursement
enables you to effectively streamline and manage the payment
process.
Call US: 1-800-432-1729
UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other trademarks referenced are the property of their respective owners.
UltiPro Wage Attachment Disbursement utilizes the information
entered and calculated in UltiPro. There’s no need to manage
payment processing and analyze varying disbursement schedules
for multiple jurisdictions. Each payment is made according to the
appropriate payment method and reaches its required destination
within the designated timeframe.
Business Continuity Services
To protect your HR/payroll system in the event of a fire, natural disaster, or
other unforeseen incident that could disable your facility, Ultimate Software
offers Business Continuity Services to customers that run UltiPro on-
premise. If a disaster should occur, your UltiPro data is restored at our
world-class hosting facility run by technical experts with years of
experience supporting UltiPro. Your system remains in the most
experienced hands until you are ready to bring it back onsite at your facility.
Test Environment Services
Running critical applications in a test environment is an important
component of keeping your business operations running smoothly. For
many businesses, however, hardware resources are limited and IT staff
time is strained. To assist these customers, Ultimate Software offers Test
Environment Services (for both customers that run UltiPro on-premise and
those who use the Software-as-a-Service delivery model). Test
Environment Services allow you to “rent” a test environment – including all
of the hardware, UltiPro software, electrical capacity, and technical support
staff – at our data center in order to evaluate the impact of any changes
before making them to your live UltiPro system.
Additional Services
Ultimate Software offers a number of additional HR and payroll-related
services to extend the value of UltiPro, including:
• Pay cards • Employment verification services
• Paycheck modeling • Unemployment tax management
• Pre-employment screening • Employee assistance, health and
services wellness, and work-life balance
programs
Award-Winning Customer Service
One of the key reasons customers select Ultimate Software is to
experience the industry’s best customer support from dedicated, long-
tenured service professionals who are Certified Payroll Professionals
(CPPs). Ultimate is proud of the reputation we have earned in the industry
for providing the highest-quality service. Ultimate’s Customer Support:
• Was Service Capability & Performance (SCP) certified by the Service
Strategies Corporation for the tenth consecutive year in December
2008
• Won an American Business Award or “Stevie” for Best IT Team in
June 2007. The award recognizes IT’s support of the company’s
software-as-a-service delivery model and customer satisfaction with
the services
• Won a 1st place STAR Award for excellence in customer services
from the Service & Support Professionals Association (SSPA) in 2006
When customers call for assistance, they know they have 24-7 access to a
team of dedicated service representatives who are experienced in using
UltiPro and can rapidly respond to their service requests. Our support team
averages 10+ years of industry experience.
Web Site: www.ultimatesoftware.com